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ACG Wealth: IEF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ACG Wealth on IEF, newest first. How the timeline and the estimate are built.

ACG Wealth held 7,534 IEF shares at 2022-09-30 per its 13F-HR filed 2022-11-03.

the latest 13F is the newest step

  1. period ended2022-09-30
    13F 7,534 shares
    Change vs previous 13F +7,516 shares

    0.17% of the 13F portfolio, value $723,000.

    13F-HR 0001569071-22-000004 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2022-06-30
    13F 18 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,000.

    13F-HR 0001569071-22-000003 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).